Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,458
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23.2M
3
+$19M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$15.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.3M

Top Sells

1
+$28M
2
+$23.9M
3
+$18.3M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$9.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.32M

Sector Composition

1 Technology 6.41%
2 Financials 4.96%
3 Healthcare 3.93%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$558K ﹤0.01%
+3,537
1427
$558K ﹤0.01%
10,211
+460
1428
$558K ﹤0.01%
2,450
1429
$556K ﹤0.01%
+17,948
1430
$556K ﹤0.01%
51,840
+1,175
1431
$555K ﹤0.01%
14,035
-932
1432
$554K ﹤0.01%
25,405
-1,997
1433
$554K ﹤0.01%
15,106
-3,878
1434
$553K ﹤0.01%
8,194
-263
1435
$552K ﹤0.01%
10,406
-1,186
1436
$552K ﹤0.01%
+22,150
1437
$551K ﹤0.01%
21,840
-6,535
1438
$550K ﹤0.01%
3,639
-928
1439
$549K ﹤0.01%
31,464
-312
1440
$547K ﹤0.01%
22,296
-861
1441
$547K ﹤0.01%
15,626
-176
1442
$547K ﹤0.01%
10,737
-359
1443
$546K ﹤0.01%
+20,751
1444
$545K ﹤0.01%
10,232
+5,543
1445
$545K ﹤0.01%
6,718
-3,454
1446
$543K ﹤0.01%
22,966
+2,632
1447
$542K ﹤0.01%
15,224
+8,954
1448
$541K ﹤0.01%
+13,371
1449
$539K ﹤0.01%
4,289
-468
1450
$538K ﹤0.01%
48,131
+3,861
56 57
58
59 60